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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 29 years of experience in the finance industry.
Stephen Steward (CRD# 436145) is an Investment Advisor Representative working at Spc in Fort Wayne, IN and has over 15 years of experience in the finance industry.
Eric Stults (CRD# 6756053) is an Investment Advisor Representative working at Edward Jones in Middlebury, IN and has over 6 years of experience in the finance industry.
Brian Swinehart (CRD# 4541366) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 21 years of experience in the finance industry. Brian Swinehart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeremy Swonger (CRD# 5151104) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Wayne, IN and has over 16 years of experience in the finance industry.
Matthew Szynal (CRD# 5175326) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 17 years of experience in the finance industry.
Douglas Targgart (CRD# 5324667) is an Investment Advisor Representative working at Edward Jones in Fremont, IN and has over 16 years of experience in the finance industry.
David Teall (CRD# 6650141) is an Investment Advisor Representative working at Equitable Advisors, LLC in Goshen, IN and has over 7 years of experience in the finance industry.
David Tracey (CRD# 5222875) is an Investment Advisor Representative working at Pathway Financial Advisers, LLC in Auburn, IN and has over 14 years of experience in the finance industry. David Tracey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gabriella Tucker (CRD# 6386885) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 9 years of experience in the finance industry. Gabriella Tucker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.